Microsoft Teams

MeshMarkup can post your clients' feedback into a Microsoft Teams channel, so your team hears about it where it already talks. A message arrives when a client leaves notes or replies, signs off a version, when a new version is uploaded, or when a note is resolved. Like the emails, updates are batched: a client working through a model for a few minutes produces one message, with a button that opens the model.

#Connect Microsoft Teams

You need to be the studio's owner or an admin.

1. 1

   Open the channel's workflows in Teams

   In Microsoft Teams, go to the channel you want feedback in, click ••• next to its name and choose Workflows.

2. 2

   Pick the webhook template

   Choose Post to a channel when a webhook request is received. Teams asks which team and channel; confirm them and click Add workflow.

3. 3

   Copy the URL

   At the end, Teams shows a URL. Click Copy next to it.

4. 4

   Connect it in MeshMarkup

   Open Settings → Integrations, click Connect on the Microsoft Teams card, paste the URL and click Connect.

5. 5

   Look for the test message

   MeshMarkup posts MeshMarkup is connected… to the channel before it saves anything. When it arrives, the card says Connected.

#Good to know

• Posts come from the workflow, so Teams shows them as sent by whoever created the workflow. If Teams rejects the URL, the card shows Teams' reason; the usual cause is copying only part of the URL.
• Disconnect under the card stops the posts straight away. It works on any plan, so you can switch it off after a downgrade too.
• The webhook URL is stored where only MeshMarkup's server can read it. Nobody can copy it back out of the settings page.
• Want it in Slack as well? Each chat app is connected separately; see email notifications and Slack.